Readers Offer Their Advice on Talking to Aging Parents About Estate Plans From: wsj.com Many have useful tips for gentle persuasion while others spell out a more direct approach Want…
Bond ETF assets climb to record as investors seek out liquidity From: financial-planning.com (Bloomberg) — Holdings in bond ETFs climbed to records in the U.S. and Europe, spurred by ease…
…making Roth IRA contributions, consider Roth conversions. Concentrating Your Investments Too Narrowly Many Americans who held most of their funds in a single company or sector of stocks learned this…
The Most Overlooked Tax Deductions From: investopedia.com Through deductions, American wage earners have the chance to pocket more income, rather than hand over their hard-earned cash to the government. For…
Don’t Bother Trying to Pick Stocks From: us.dimensional.com New Dimensional research shows that managers usually fall short when they try to outguess market prices. That’s good news for investors. If…
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives From: thinkadvisor.com Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of…
Preparing for the Death of the Stretch IRA From: wealthmanagement.com What savvy financial professionals can do to protect their clients’ retirement savings. The term “stretching” an individual retirement account refers…
…return they can squeeze from a portfolio remain sky high compared with what advisers believe is achievable. That means the coming year could be a tough one unless investors choke…
Black Swan Events: Short-term Crisis, Long-term Opportunity From: visualcapitalist.com Few investors could have predicted that a viral outbreak would end the longest-running bull market in U.S. history. Now, the COVID-19…
…approach to REAP’s wealth and retirement planning strategies, including wealth management, estate planning, tax management and income planning, and how these disciplines are intermingled and coalesce with each other. https://retirementestateplan.com/wp-content/uploads/audio/David-Morgan-Endow-America.mp3…
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